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国外1. 法巴:中资科技股仍处低位,恒指看23000。2. 高盛:关税可能对美元产...

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2025-02-11 08:19:29
国外
1. 法巴:中资科技股仍处低位,恒指看23000。
2. 高盛:关税可能对美元产生更久远的影响。
3. 高盛:到2025年底,美国对铜征收10%进口关税的可能性为70%。
4. 高盛:特朗普移民政策将拖累经济增长,但对通胀影响有限。
5. 美银:美联储已结束降息周期,关税对通胀的影响预计下半年出现。
6. 惠誉:美国关税的威胁和不确定性给墨西哥带来了风险。
7. 荷兰国际:避险需求推动黄金期货与现货再创新高。
8. 荷兰国际:新的关税威胁可能引发一些债券波动。
9. 星展银行:美国关税和利率不确定性使2025年成为“动荡的一年”。
10. 法巴银行:欧洲央行中性利率的预估在评估利率前景方面用处有限。
11. 摩根士丹利:关税风险可能使欧佩克+延长减产措施。
12. 摩根士丹利:若欧盟避免被征收高额关税,欧元可能上涨。
国内
1. 华泰证券:看好黄金景气周期上行趋势。
2. 中信证券:2025年国内中高阶智驾渗透率有望翻倍。
3. 中信证券:试点阶段保险公司投资黄金的理论上限约为2000亿元。
4. 银河证券:2025年国补政策延续,助力家居龙头业绩修复。
5. 东吴证券:AI带动端侧SoC需求,测试机龙头有望受益。
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